Financial Consultant Resume
Objective : Financial Consultant with extensive experience in both insurance and securities. Seeking a position in either Financial Services or Business to Business Consulting which will allow me to continue to grow and prosper while doing what is best for clients.
Skills : Advanced MS Excel - 90% on Power User Evaluation MS Access Stars QuickBooks Bloomberg Arena PeopleSoft wIntergrate FIS.
Description :
- Engaged employer plan participants in robust retirement plan counseling sessions regarding their financial well-being, investment concerns and maximizing their retirement savings.
- Responsible for communicating details of TIAA-CREF retirement plans, after tax loansand insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual, institutional and prospective participants.
- Strong emphasis on services, sales, customers, and retention objectives.
- Planned and prioritized proactive outreach to clients, monitoring client interactions with various reps, and reviewing client notes.
- Captured client information such as preferences, and transaction information.
- Identified need for guidance based on consultative dialogue with client.
- Provided required situational guidance and follow up with client to ensure implementation.
Experience
0-2 Years
Level
Entry Level
Education
MBA In Business Management
Financial Consultant Resume
Objective : Striving to achieve as a Financial Consultant with a reputable law firm in order to always provide exceptional client service and support. Prompt to assist staff members with a strong ability to manipulate multiple projects and assignments in a fast-paced environment. Meet and greet clients in a professional and courteous manner and assure all portions of the immigration forms are fully completed thoroughly and successfully in a timely manner.
Skills : Microsoft Office, Negotiation, Customer Satisfaction, Financial Solutions, Accounting, Business Writing, Ethics, Strategies, And Risk Management.
Description :
- Resolved complex business/customer service issues by providing & recommending the best possible financial solutions.
- Demonstrated the ability to deal diplomatically and effectively internally/externally with sensitive situations.
- Applied analytical research to interpret findings and responded to requests for information.
- Audited teller cash drawers with working knowledge of branch systems and processes.
- Gathered & analyzed financial/document data with research and workflow to draw conclusions.
- Evaluated budgets, prepared reports for senior management & certified that company policies were in compliance.
- Justified that workers had the resources to accomplish daily common objectives.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Science
Financial Consultant Resume
Objective : To obtain a Financial Consultant position in a school setting as an assistant working with children, or helping/subbing in the office. I enjoy working with children and I have many years of experience in an office environment.
Skills : Microsoft Office, SAP.
Description :
- Consulted with clients regarding investment goals, analyzed portfolio performance, evaluated investment risks, and recommended appropriate asset distribution among various investment vehicles.
- Established an excellent network of contacts with tax advisors, attorneys, and accountants.
- Trained and supervised a staff of sales assistants in addition to providing orientation training to newly hired financial consultants.
- Prospected new customers and managed seven million in assets.
- Retained 95% of clients following a transfer from Illinois to Florida.
- Transferred 300+ accounts and opened 50 new accounts within the first four months.
- Examined financial statements, and evaluated investment opportunities.
Experience
2-5 Years
Level
Junior
Education
Bachelor Of Science In Marketing
Financial Consultant Resume
Objective : Driven independent finance professional with experience in multiple functional areas including budgeting, forecasting, auditing, treasury and financial reporting. Proven track record of process improvement and strategic initiatives.
Skills : MS Office, Finance.
Description :
- Opened new accounts, sold bank products, and provided incomparable customer service.
- Achieved sales goals established by the manager by direct selling and referred deposit, loan, and investment products and services as required.
- Maximized sale of retail products to all customers.
- Developed customer relationships through cross-selling and up-selling.
- Contacted potential customers to generate high revenues.
- Performed account maintenance such as adding or change account set up, adding joint owners, to close accounts.
- Provided advice to stockbrokers and other individuals who were attempting to sell securities.
Experience
2-5 Years
Level
Junior
Education
Bachelor's
Financial Consultant Resume
Objective : Motivated, dependable individual willing to establish a solid foundation within a career that complies with my strong interest in the accounting field. Also, I am seeking for a profession that utilizes my skills and promotes opportunity for professional as well as individual growth.
Skills : Microsoft suite, 10 key, keyboarding, Math, filing, and bilingual.
Description :
- Established and maintained relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Examined, evaluated, or processed loan applications.
- Networked within communities to find and attract new business.
- Approved, rejected, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
- Evaluated financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
- Developed or analyzed information to assess the current or future financial status of firms.
- Evaluated data pertaining to costs to plan budgets.
Experience
2-5 Years
Level
Executive
Education
Associate's In Business
Accounting/Financial Consultant Resume
Headline : Experienced data management professional with six years of process improvement through data analysis and technological efficiencies. Proficient relationship manager with the ability to forge connections through multiple levels of the business. Exceptional leader/manager with experience managing diverse teams in a matrixed environment. Effective project manager with strong record of leadership and success.
Skills : Proficient In Ms Office, Managing Skills.
Description :
- Inbound / Outbound calling via yellow pages, debt RX radio, and internet Maintain different records using PDS and Velocify Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
- Assessed clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Calculated clients' available monthly income to meet debt obligations.
- Created debt management plans, spending plans, or budgets to assist clients to meet financial goals.
- Estimated time for debt repayment given amount of debt, interest rates, and available funds.
- Explained services or policies to clients, such as debt management program rules, the advantages, and disadvantages of using services, or creditor concession policies.
- Interviewed clients by telephone or in-person to gather financial information.
Experience
5-7 Years
Level
Consultant
Education
Finance
Financial Consultant Resume
Summary : Qualified Financial Consultant Professional with 12 years experience in fast-paced customer service and/or call center environments. Personable and professional under pressure and excels at customer satisfaction, retention, and pre- and post-sales support. Flexible and hardworking in deadline-driven environments while driven to exceed sales goals and build long term relationships with customers.
Skills : Consultant, Managing Skills.
Description :
- Assisted with applications for credit by describing products to customers and accurately explaining their details.
- Answered an average of 75 calls per day, addressing customer inquiries, solving problems, and providing new product information using a multi-line telephone system.
- Built long-term customer relationships and advised customers on purchases and promotions.
- Developed reputation as an efficient service provider with high levels of accuracy.
- Scored in top 10% of employees in the successful resolution of issues.
- Served as the main liaison between customers, management and sales team.
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and resolving problems on the spot.
Experience
7-10 Years
Level
Management
Education
Communications
Financial Consultant III Resume
Summary : Financial Consultant is responsible for financial planning, budgeting and forecasting, debt reduction, capital markets, tax planning and compliance.
Skills : SQL, SAS, Forecasting, Modeling, Data Analysis, Process Improvement, Microsoft Access.
Description :
- Created new accounts Interface with back office personnel in resolving client account issues.
- Worked with back office personnel to migrate accounts to R.M.
- Reviewed existing client accounts to identify investments that no longer meet identified objectives, risk tolerance.
- Identified and developed potential candidates for centers of influence, referral sources and clients.
- Collaborated with clients to identify risk tolerance, investment objectives and financial circumstances in order to provide solutions to resolve acknowledged gaps.
- Provided illustrations supporting solutions presented to clients.
- Interfaced with multiple Field Marketing Office personnel to facilitate application approval.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Financial Consultant Resume
Summary : High-impact business Financial Consultant professional with a strong ability to identify initiatives and facilitate action-driven plans to support corporate growth and objectives. Results-oriented with successful real world experience in positions of increasing responsibilities and duties. Top-performer with a track record of consistently meeting or exceeding sales goals and customer expectations. Skilled at educating clients on products and recommending best options to meet their goals.
Skills : Typing, Dentrix, Eaglesoft software.
Description :
- Sold financial products such as stocks, bonds, mutual funds and annuities.
- Built and maintained client portfolios and financial plans Recruited new clients on an on-going basis.
- Analyzed financial information obtained from clients to determine strategies.
- Reviewed client's accounts and plans regularly to determine life changes, economic changes or financial performance which may trigger a need for reassessment.
- Interviewed clients to determine their income, expenses, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
- Implemented recommendations while researching and investigating available investment opportunities.
- Monitored financial market trends to ensure that plans are effective.
Experience
7-10 Years
Level
Management
Education
Financial Management
Financial Consultant Resume
Summary : Experienced Financial Consultant professional with advanced Argus and Excel modeling and analytical skills. Personable team builder with an eye for detail and an awareness for operational and control risks. Reviewed, summarized and abstracted partnership agreements, debt/mortgage documents, leases, maintenance agreements and various other contractual documents. Previous employers have included Big Four and Fortune 100 companies, as well as public and private entities in the industries of Real Estate, Banking, Utilities, Food Service, and Public Accounting.
Skills : Data Analysis, Finacial Skills.
Description :
- Responsible for validation and analysis of monthly transfer pricing processes and results.
- Researched, analyzed and resolved variances and business unit issues in a timely manner.
- Tested validity of profitability results with new product extracts and developed new validation routines.
- Coordinated and supported multiple business partners in the development of annual plans and forecasts.
- Conducted cost studies, identified cost drivers and analyzed product volumes to determine business unit allocation rates in the Cost Measurement and Profitability Analysis System (COMPAS) profitability environment.
- Developed detailed project plans requiring cross-divisional communication and coordination.
- Lead the budget volume processing project.
Experience
10+ Years
Level
Senior
Education
MBA In Finance
Independent Financial Consultant Resume
Summary : Aable to use my people skills and experience in the Financial Industry to help individuals, families and/or businesses find the appropriate solution to help them reach their financial goals.
Skills : Leadership, MS Office.
Description :
- Solutions include managed portfolios, wealth management, bond ladders, and immediate and deferred annuities.
- Provided support to eight branches within the PNC footprint.
- Managed risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
- Educated and supported the business units in developing their project volume annual plans and forecasts.
- Applied research and interpretations of findings to respond to urgent requests for information based on inquiries.
- Analyzed and classified risks and investments to determine their potential impacts on companies.
- Prepared written documents to establish contracts with or communicate financial recommendations to clients.
- Helped drive sales goals and achieve monthly quotas.
- Prepared and interpreted information such as investment performance reports and financial document summaries.
Experience
7-10 Years
Level
Management
Education
MBA In Finance
Sr. Financial Consultant Resume
Summary : A relationship-driven investment professional who leverages extensive wealth management and financial consulting experience to provide clients with creative solutions to achieve long-term investment goals. Highly successful in identifying new business opportunities, networking with centers of influence, and building alliances with internal and external partners to gain referrals and facilitate growth.
Skills : Microsoft Office, StreetScape, Excel, Financial Analysis, Financial Planning.
Description :
- Responsible for building productive relationships with Fidelity's Mass Affluent investor base.
- Offered guidance and personalized investment solutions in face to face and phone settings.
- Worked directly with clients on their retirement, non-retirement, brokerage and cash management accounts.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Introduced clients to investment strategies and solutions.
- Utilized Guidance tools to provide client centered advice and guidance interactions.
- Provided solutions to meet clients immediate and future needs.
Experience
7-10 Years
Level
Management
Education
BA In Economics
Financial Consultant Resume
Headline : Skilled Financial Consultant professional with almost 20 years of financial services industry experience. Expertly created customized financial strategies to meet client needs as well as managing client relationships with respect to securities, fixed income, and annuity holdings. In addition, highly skilled in establishing new accounts whether in person or over the phone.
Skills : Customer Service, Animal knowledge, and handling experience.
Description :
- Identified customer financial needs and recommend correct solutions based on client goals.
- Strengthened customer relationships through product and procedural knowledge.
- Served as Teller Supervisor with control of vault as well two ATMs.
- Maintained operational compliance through conducting weekly BAT meetings.
- Provided operational and onboarding support for current branch.
- Increased PNC brand awareness through use of SOW leads and active outreach.
- Provided coaching and training to colleagues to ensure compliance in operations as well as sales.
Experience
5-7 Years
Level
Executive
Education
Finance
Financial Consultant/Accounting Manager Resume
Summary : Over 20+ years of Customer Service in the retail industry. Interested in working for a successful company; serving as a leader in facilitating team dynamics and a strategic member of the management team. Qualifying Skills: Customer Service Excel, Corel Quattro Pro, WordPerfect, Microsoft Office, Windows XP Excellent Interpersonal Skills Marketing Communications Marketing Coordinator Desktop Publishing Public Affairs.
Skills : Excel, Cash Management, Payroll, Financial Analysis, Financial Management, Financial Reporting, Accounting, Cost Accounting, Risk Management, Inventory Management, Contract Negotiation, Insurance.
Description :
- Remained knowledgeable and offered information and guidance on topics including IRA accounts, money market accounts, and credit scores.
- Opened new accounts and ran social security numbers and names through telecheck.
- Assisted with secured and unsecured loan applications while ensuring members understood disclosures before making a final decision on loans.
- Head Teller Trained new tellers and supervised employees to ensure tasks were completed accurately and efficiently.
- Logged monetary instruments, currency transaction reports, and ran corporation checks monthly.
- Audited teller cash draws and held keys to the safe.
- Successfully handled customer complaints while practicing conflict resolution techniques.
Experience
7-10 Years
Level
Management
Education
Associate Of Science
Financial Consultant Resume
Objective : Productive professional with two years' experience in an IT support environment. Proven experience in network/hardware/operating system troubleshooting, technical support, and customer service helpdesk. Productive self-starter with a strong work ethic; consistently achieving goals. Managing and training employees to meet and exceed goals. Efficiently resolving incident tickets as well as maintain customer and client service expectations.
Skills : Operating Systems: Microsoft Windows 9x- 2000, NT, XP, Vista, And Windows 7.
Description :
- Driven proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
- Delivered a full PNC conversation with every client interaction to identify appropriate PNC solutions.
- Leveraged ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
- Created customer loyalty and growing customer share of wallet through a differentiated customer experience.
- Performed lobby engagement activities to connect with customers and position PNC products to meet their needs.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applied product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Experience
0-2 Years
Level
Entry Level
Education
BS
